Cham

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  • Background Jobs (for THEMIS RM)

    THEMIS RM consists of several backgrounds jobs to perform some of the more processing intensive actions to achieve better performance. The following table describes the list of jobs implemented in ...

  • User Profile

    On this screen, a records manager can update their display name, first and last name, description and avatar and change their password. Update Display Name Figure 55: Edit a THEMIS User Profile N...

  • User Management

    Manage Users On this screen, a records manager can add, edit and delete the following THEMIS RM user roles: reviewer, approver. Things to know: Records manager: A records manager is responsible fo...

  • Disposition

    What is a Disposition Workflow? In THEMIS RM, a disposition workflow is the process of reviewing and approving records and cases for disposition. It involves a records manager, an assigned reviewer...

  • Legal Holds

    Current Holds A records manager can view all of their legal holds and remove records from legal holds. View Records in a Legal Hold Figure 38: View Records in Legal Hold Navigate to Legal Holds >...

  • File Plan

    Retention Rules  A records manager can create custom retention rules that dictate how long records and cases must be retained and whether or not they should be transferred or disposed after their r...

  • Manage Records

    A records manager can view all of their file plans and manage all of their records and cases.  Manage Records View Column Description Type Indicates if the record is a single record or ...

  • Administrative Settings (for THEMIS RM)

    In the Administrative Settings section, records managers can configure their general settings, set the crawl content sources, set automatic classification rules and define case containers. Things t...

  • Getting Started (for THEMIS RM)

    What is THEMIS RM? THEMIS RM helps you and your organization manage records and cases from multiple content sources in a single, intuitive platform. THEMIS RM automatically indexes and manages your...

  • Key Concepts (for THEMIS RM)

    Here are some important definitions that we use throughout this training guide. Concept Description Assigned Approver An assigned approver reviews, approves or rejects records and cases...